Financial Advisor Intern

Jobtailor; Missouri; On-site; USD 18,000 - 30,000; Full time

Job summary

Jobtailor in Missouri is seeking a motivated finance-focused student to assist with investment planning and client service. You will analyze client financials, prepare recommendations, and support senior advisers in delivering tailored solutions.

Candidates pursuing a bachelor's in finance, economics, or related fields with strong communication and analytical skills are encouraged to apply. This internship offers hands-on experience in asset management and financial planning within a

Qualifications

• Pursuing a bachelor’s degree in finance, mathematics, economics, accounting or related field.
• Strong interest in investments and economics.
• Detail-oriented with strong analytical skills.
• Effective written and verbal communication skills.

Responsibilities

• Assess clients' assets, liabilities, cash flow, tax status, and financial objectives to develop investment and financial planning solutions.
• Evaluate client plans using investment and tax strategies and financial securities knowledge.
• Perform recurring quality control procedures on account activity.
• Ensure trades and money movements with appropriate custodians have taken place.
• Ensure distributions are provided to clients.
• Use reports with charts and graphs to illustrate recommendations for client-specific matters.
• Work with staff at all levels in a fast-paced, hands-on environment to drive client success.

Skills

Analytical skills

Effective communication

Attention to detail

Interest in investments

Education

Bachelor's degree in finance or related field

Job description

• Assess clients' assets, liabilities, cash flow, tax status, and financial objectives to develop investment and financial planning solutions
• Evaluate client financial plans using investment and tax strategies and financial securities knowledge
• Perform recurring quality control procedures on account activity
• Ensure trades and money movements with appropriate custodians have taken place
• Ensure distributions are provided to clients
• Use appropriate technology to prepare reports, including charts and graphs, illustrating recommendations and solutions for client-specific matters
• Work with staff at all levels of the firm in a fast-paced, hands-on environment to help drive client success

Requirements

• Pursuing a bachelor’s degree in finance, mathematics, economics, accounting or related field
• Strong interest in investments and economics
• Passion for helping individuals and families reach their financial goals
• Detail-oriented leader with strong analytical skills
• Effective written and verbal communication skills